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 Prism
IFM Ltd - Pembrokeshire Independent Financial Advice
46 High Street - Haverfordwest - SA61 2DA - 01437 762007
Based conveniently at the bottom of High Street, Haverfordwest,
Prism Independent Financial Management was established on 21st April 2005
and is now a
well established local business providing independent financial advice to
our clients within our county and beyond.
Pembrokeshire
Haverfordwest
Pembroke
Milford
Haven
Tenby
On our services page you will see which products we
advise on. Receiving independent financial advice is key to making
the right choice with important life and financial decisions. These
include:
Investment
of capital for growth or income; unit trusts, investment bonds, ISAs
Personal
protection; mortgage protection, life insurance, critical illness
cover, income protection
Saving for retirement; Group and personal pensions, stakeholder
pensions
Maximising your retirement
income; conventional & enhanced annuities,
income drawdown.
Inheritance Tax Planning;
Our independent financial advisers offer independent financial advice from the whole of
the market and are not tied to any one company or group of companies. This
helps ensure you get the best financial solution for your aims and
objectives.
So whether it be investing for growth, protecting yourself financially
against death or critical illness, saving for retirement or making sure
you maximise the income you get from your pension fund by using your Open
Market Option, you can be assured of a robust approach to your financial
planning requirements from a highly qualified and experienced IFA
(Independent Financial Adviser) based in Pembrokeshire.
Our offices are within the long established Nicholas Insurance Services
building at 46 High Street, Haverfordwest. Nicholas Insurance Services
provide Commercial, Home, Travel & Motor insurance.
Alun Nicholas of The Mortgage People Ltd provides Independent Mortgage
Advice from within the same premises so a truly comprehensive financial
planning service is available all under one roof.
In today's highly complicated
finance industry, true independent financial advice must be a
priority. Large amounts of money can wasted by following old habits of
sticking with a single provider's products purely out of old loyalties or
lack of motivation to address financial planning issues.
We have the knowledge,
expertise, qualifications and technology to get you the best possible deal
for your money. We use the latest software to search products from the
whole market.
We are authorised and
regulated by the Financial Services Authority and adhere to their guidelines and
regulations in order to be classed as Independent Financial Advisers.
Our client base covers the
whole of Pembrokeshire. So if you are looking for an IFA to give you
independent financial advice in Haverfordwest, Milford Haven, Pembroke, Tenby
or any other area of Pembrokeshire please do not hesitate to contact us
for a free initial consultation.
If you prefer, we are happy to travel to offer a consultation in the comfort of your own home.
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